SavvyGPT Generative AI
Financial Services
Accelerate underwriting, reduce risk exposure, and rapidly access market insights
SavvyGPT Generative AI for Financial Services is a unified knowledge source that enables finance and administration professionals to rapidly locate, retrieve, and act on enterprise finance data and insights through an intuitive search and chat interface.
Solution Areas for
Financial Services
Banking
Empower credit officers and relationship managers to rapidly access insights across credit applications, customer records, balance and usage trends, and due diligence documents.
Investment Management
Enable asset managers and traders to uncover market movements, client trends, price variances, policy shifts, geopolitical events, and Helps to inform investment decisions
Insurance
Support underwriters and claim processing specialists in accessing accurate insights across policy documents, customer risk profiles, claim service requests, and loss ratio trends.
Compliance and Risk
Allow compliance teams to surface key insights across regulatory standards, KYC systems, AML watchlists, cross-border transactions, and emerging risk profiles.
Unified knowledge source for Financial Services supporting both structured and unstructured data
Regulatory Filings
customer Agreements
Claims
Market Reports
KYC Systems
ERP
Security Prices
products usage
Customer Balancces
Transactions
Actuarial Systems
AML Whatchlist
How Many commercial deposit clients are at risk of Churn ?
Which client has the highest Risk ?
What are the recommended steps to reduce Acme’s churn risk?
Rapid Access
To relevant, critical, and high-value insights across disparate datastore, applications, and information systems
Financial Services Specific
Combining deep financial services expertise to help enterprises achieve critical business outcomes
Enterprise Grade
Data security, access controls and flexible deployment allow enterprises to meet strict security and privacy requirements
Future Proof
Investments with a LLMagnostic architecture and ability to integrate and leverage existing data and software investments
Today’s financial services companies across banking, wealth management, and insurance manage diverse data sets and a growing number of software applications. Credit officers, relationship managers, and risk teams find it increasingly complex and time-consuming to navigate large volumes of data and locate relevant insights. SavvyGPT Generative AI for Financial Services accelerates time to insight across enterprise and external sources of data
Users can ask questions in natural language and receive accurate answers ranging across credit applications, market prices, compliance reporting, risk trends, product usage, and external events. SavvyGPT Generative AI for Financial Services is an enterprise-ready solution supporting structured and unstructured data, an LLM-agnostic architecture, deterministic responses with source references, and granular enterprise access controls. SavvyGPT Generative AI for Financial Services offers rapid configurability with financial services domain models and provides native connections to common enterprise systems and data stores.
SAVVYHUB GenAl solution delivers short-term value capture and long-term scaling infrastructure, from your very first GenAl Bot to a full-blown Al Factory
Break Free from Rule-Based Chatbots
Adopt Self-optimizing, self-learning AI agents for automated Employee & customer experiences.
